Understand how the objects within Salesforce work. Learn about the structure of leads, accounts, opportunities, and contacts and their relationship to one another in Salesforce.
- [Instructor] We've talked about accounts, opportunities,…contacts, and leads.…But how do they all relate?…In this video, we're going to talk about…various Salesforce objects…and how they all work together.…So objects in Salesforce are things like…the lead.…The account,…the opportunity, or the contact.…So a more simple way to look at this…is that the account is the company.…The opportunity is the product or service…that you are selling.…And the contact is the person that you are dealing with.…And the lead is simply an opportunity…that has not yet been qualified.…
Once it has been qualified,…it converts directly into an opportunity.…So let's give an example of this.…Let's say our lead is Athena Homecare Products.…And we've talked to them for awhile…and we've qualified them.…So we know that they're actually interested…in our products and services.…So Athena is the company.…The product or service that we're selling to them…I've named Athena Summer 2017.…And the person we're dealing with…is named Kristen Akin.…So now let's look at this in Salesforce.…
Author
Christine Volden Pereira
Released
10/31/2017Christine Pereira walks through the entire process from start to finish as she illustrates the sales flow through Salesforce. She shows how to create leads, convert leads into opportunities, track tasks, build simple reports, and create dashboards to visualize the sales pipeline. Follow along and discover how to use this powerful tool to make your job easier.
- Navigating Salesforce
- Customizing your profile
- Creating accounts and contacts
- Using lead and opportunity reports
- Completing tasks and adding follow-ups
- Improving data quality
- Using Salesforce on mobile devices
- Customizing reports
- Building dashboards
Skill Level Beginner
Duration
Views
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Introduction
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Welcome48s
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1. Getting Started
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Understand the homepage3m 4s
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How to navigate Salesforce3m 53s
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2. Exploring Objects
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How to create accounts4m 23s
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How to create contacts4m 1s
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How to create leads4m 15s
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How to create opportunities4m 33s
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3. Accounts and Contacts
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Create parent accounts2m 7s
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Best practices for contacts2m 50s
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4. Leads and Opportunities
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How to add leads3m 52s
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Creating opportunities3m 50s
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Use simple lead reports4m 17s
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5. Tasks
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The importance of tasks3m 5s
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How to create new tasks2m 46s
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6. Data Quality
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Understand data quality3m 32s
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7. Salesforce Updates
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Use Salesforce on mobile2m 57s
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8. Custom Reporting
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Saving reports in folders4m 21s
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Customizing reports2m 13s
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Dashboards3m 46s
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Conclusion
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Next steps1m 19s
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Video: How the Salesforce objects relate